WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$36.6M
3
+$32.1M
4
MBB icon
iShares MBS ETF
MBB
+$24.6M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$19.4M

Top Sells

1
+$13.1M
2
+$9.97M
3
+$9.39M
4
AAPL icon
Apple
AAPL
+$7.44M
5
TREX icon
Trex
TREX
+$5.56M

Sector Composition

1 Financials 15.87%
2 Consumer Discretionary 12.22%
3 Technology 11.18%
4 Healthcare 9.74%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$442K 0.03%
3,354
-612
952
$441K 0.03%
+3,019
953
$441K 0.03%
6,074
-811
954
$441K 0.03%
8,541
-864
955
$440K 0.03%
+10,664
956
$438K 0.03%
65,874
+11,474
957
$438K 0.03%
70,327
+16,424
958
$436K 0.02%
3,081
-80
959
$435K 0.02%
+3,449
960
$434K 0.02%
+5,187
961
$433K 0.02%
9,172
+1,821
962
$432K 0.02%
+13,982
963
$432K 0.02%
+3,545
964
$431K 0.02%
68,166
-15,555
965
$430K 0.02%
30,733
-2,358
966
$429K 0.02%
+5,627
967
$428K 0.02%
4,107
-118
968
$426K 0.02%
12,742
+1,100
969
$425K 0.02%
1,457
+245
970
$423K 0.02%
26,450
-8,669
971
$423K 0.02%
44,118
+7,237
972
$422K 0.02%
1,630
-20
973
$422K 0.02%
25,069
-24,209
974
$421K 0.02%
7,511
+912
975
$420K 0.02%
+9,997
37 38
39
40 41